Alternative Investments The Fiduciaries' Primer

The variety of alternative investments available to the public has exploded in the last 10 years — just as prudent investor standards have empowered trustees to explore strategies that better serve clients. No wonder that fiduciaries increasingly consider and choose alternative investments for trusts and other estate-planning structures. And naturally, they have to get up to speed very quickly on this brave new world of alternative investments, that is to say private equity, hedge funds and ...

With the Fed poised to hike rates for the first time since 2006, many investors are concerned about the risks to their bond holdings. But rising rates also have positive aspects for some investors....More

These articles from the Investments & Wealth Monitor focus on the challenges of longevity and how families can prepare, maximizing wealth over increasing life expectancies with social security, and long-term care and asset protection....More

Research has shown that the attitudes, behaviors and circumstances of women’s financial lives are unique. In part one of a two-part series, we take a closer look at how women approach investing differently than men and how advisors can best meet their needs....More

Investors are attracted to international small cap stocks for their strong, long-term risk-adjusted returns. Yet, few investors fully appreciate the underlying return drivers inherent to the asset class....More